Investing and Wealth Creation in a Rigged System cover art

Investing and Wealth Creation in a Rigged System

How to Invest Wisely Amidst Conflicts, Hidden Fees, and Biased Advice

Preview

Audible Standard 30-day free trial

Try Standard free
Select 1 audiobook a month from our entire collection.
Listen to your selected audiobooks as long as you're a member.
Get unlimited access to bingeable podcasts.
Standard auto renews for £5.99 a month after 30 days. Cancel anytime.

Investing and Wealth Creation in a Rigged System

By: Billy Desai MBA CFA
Narrated by: Terry Silverthorne
Try Standard free

£5.99 a month after 30 days. Cancel anytime.

Buy Now for £14.99

Buy Now for £14.99

About this listen

Understand the deep-rooted problems of a conflicted industry:

  • History of the Wealth Advisory Industry
  • Conflicts of Interest: Commissions and hidden fee shares
  • False Fiduciaries
  • Inefficient Asset Allocation Models: Constrained scope and inefficient portfolios
  • Overlooked Asset Classes
  • AUM, an illusion of quality
  • Unqualified Advisors: CFPs are not true investment professionals
  • Financial Plans on Unstable Portfolios
  • Lack of Data Analytics: Heavy reliance on subjective stock picking
  • Fees Prioritized Over Clients
  • Hidden Costs: Mutual funds and other high-fee products
  • Annuities: A misleading sense of security
  • Lack of Independent Thinking
  • Institutional vs. Typical Portfolios: Examples of institutional investment philosophies
©2024 Billy Desai (P)2024 Billy Desai
Analysis & Strategy Investing & Trading Mutual Fund Stock Money
No reviews yet